Tracking - Increase the number of tracking categories
I have a real estate client who wants to track clientID and Postcode but also Agent name and property value range. I can only use 2 categories and so have had to make a number of Item codes for each agent 30+ codes per agent in order to do this. If we could have more than 2 tracking categories that would be great!
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, we appreciate all the interest in Tracking. As widely used as this feature is we have no plans at this point to develop and extend the current limitations of Tracking in Xero.
As some here may have explored - there are connected apps that may serve some of the needs of Tracking, as well as Xero Projects for those looking to monitor and record finite business projects or jobs.
If there's any change, we'll return here to update.
You're welcome to continue to share detail of how increasing options for tracking could benefit your business, however we want to be transparent in our position, so you can make the best decision as needed for your business.
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Caroline Pemberton
commented
We are considering transitioning to Xero but the 2 categories available is a limitation for us, we may be able to get around this but it is not ideal. However we also need more than 100 options per category as we would like to report on individual properties per entity and have more than 100 properties. Any plans to increase the categories and options Xero?
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Suzanne Mayfield
commented
More than 2 tracking categories is definitely needed, i cannot accurately track my client base without this
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Michelle Safely
commented
I couldn't agree more - we desperately need more than 2 tracking categories.
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Judith Caponpon
commented
2 active categories is not enough. We'd appreciate it having 2 or more...
We need add'l for the work items and department which we are currently manually inputting these in a spreadsheet. -
Matthew Wales
commented
I agree with this. 2 categories is not enough if you want to track a vehicle, an event and a department a the same time. We have a charity and the reporting is not very good for covering multiple areas.
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Charlie Maynard
commented
Really need this for various projects, key for ROI for our business
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Debbie Holden
commented
I also would like to see more than 2 tracking categories, but would prefer only one cell being used with a drop down menu
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Rosa Perricelli
commented
We would also like this option. We need to add more than 400 clients but this limitation is putting a hold on project progress.
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Sheryl Wong
commented
Client will not move from MYOB because of this
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Merry Chu
commented
We also would like more than 100 options per tracking category: Department, Location
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Suzanne Campolo
commented
For us to keep clients using Xero, it is imperative that the capability to have more than two tracking categories. As I'm sure you are aware, QuickBooks allows unlimited departments.
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Rahul Tiwari
commented
We have couple of brand that we work with numerous creators and their project. With the current limitation in the tracking categories we have to create several creator-projectors combination which is a bit taxing. If we would have some more tracking categories, it would be help ful.
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Fitri Hendriyani
commented
Supporting this idea. Having more than 2 tracking categories would be great and also unlimited items instead of 100.
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Steph Beeston-Clarke
commented
I'd like at least 3 tracking categories as well. I work solely with charity and not-for-profit clients and sometimes we need that extra one. Also, with restricted funds we are getting close to using the 100 items and could really do with unlimited because there is often the need to go back and look at information, and so we can't re-use archived items.
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Lay Tin Gan
commented
We have intended to switch to Xero but is limited by the number of categories.
Do let us know if Xero has upgraded to tracking category more than 2